Our suite of adviser tools can help you calculate and plan for your client's future
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MyFolio lookthrough tool
The MyFolio lookthrough tool enables you to access performance, the latest fund updates and commentary quickly and easily. The tool includes options for flexible fund charting and customised client reports.
Capped drawdown calculator
This calculator helps you work out the maximum income your client could take from their pension pot if they started capped drawdown or triggered a capped drawdown income review.
Pension carry forward calculator
Find out how much pension annual allowance your client has available for a tax year. This will help you work out how much can be paid into your client’s pension without triggering an annual allowance tax charge.
Retirement expense tool
Use this calculator to help estimate how much your clients might spend in retirement.
More resources for advisers
Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.